Strategic Estate Planning Considerations (Archived Video Stream) 

Sep. 30, 2016
Toronto Online

Strategic Estate Planning Considerations
Trusts and Estates Law | Original Program Date: September 30, 2016

Join us to explore the who, what, where, when, and why (but not how) of estate planning. Gather expert insights from our esteemed faculty on critical factors in assessing the usefulness of various estate planning tools and opportunities to achieve your clients’ goals.

  • Who can benefit from an estate freeze?
  • What are the ideal circumstances for using primary and secondary wills?
  • Where are inter vivos trusts most effective?
  • When do you need to retain US counsel?
  • Why should you consider insurance planning?

Get the answers to these questions and much more at this helpful program.


Elizabeth Bozek, Estate and Trust Consultant, Scotia Wealth Management
Marni Pernica, Aird & Berlis LLP


To view the full program agenda, please click here.


printPrint     Bookmark and Share

    Viewer Specifications for Webcast
    Adobe Flash Player 11.0+ Test
    Adobe Acrobat Reader 10.0+
    High-speed internet connection Test
    Modern web browser, e.g. Internet Explorer 8+

    For 1 to 3 Participants
    CBA Member: $175*
    Non-Member: $225*

    For 4 or more Participants
    CBA Member: $245*
    Non-Member: $315*
    E-Materials included in the registration fee
    *plus applicable taxes



Ontario Bar Association
Tele: (416) 869-1047
Toll-free in Ontario